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The Insurance Perspectives Podcast - LeO Pt. 1 - Scott Angell

LeO Pt. 1 - Scott Angell

04/22/25 • 25 min

The Insurance Perspectives Podcast

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agencies.

Takeaways

  • The goal of LeO is to help agents build a book of business by pinpointing their ideal market.
  • LeO provides key data points to help brokers prepare for sales calls.
  • Donigan Insurance has seen significant growth in new landlord clients through LeO.
  • The integration of LeO with Hawksoft enhances agency operations.
  • The collaboration between technology providers and agencies is essential for growth.

Learn more about LeO:
https://www.meetleo.com/
https://www.linkedin.com/company/meetleo/

To get in touch with today's guests, reach out below:

More information about Donigan Insurance:
https://www.doniganinsurance.com/
https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/
https://www.linkedin.com/in/doniganinsurancesavesyou/
https://x.com/SteveDonigan

________________________________________________________________________
If you’re looking to reach out to HawkSoft, please email [email protected].
For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft
Intro/Outro music by Denys Kyshchuk from Pixabay

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In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agencies.

Takeaways

  • The goal of LeO is to help agents build a book of business by pinpointing their ideal market.
  • LeO provides key data points to help brokers prepare for sales calls.
  • Donigan Insurance has seen significant growth in new landlord clients through LeO.
  • The integration of LeO with Hawksoft enhances agency operations.
  • The collaboration between technology providers and agencies is essential for growth.

Learn more about LeO:
https://www.meetleo.com/
https://www.linkedin.com/company/meetleo/

To get in touch with today's guests, reach out below:

More information about Donigan Insurance:
https://www.doniganinsurance.com/
https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/
https://www.linkedin.com/in/doniganinsurancesavesyou/
https://x.com/SteveDonigan

________________________________________________________________________
If you’re looking to reach out to HawkSoft, please email [email protected].
For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft
Intro/Outro music by Denys Kyshchuk from Pixabay

Previous Episode

undefined - The Importance of Service with Maverick Risk Partners

The Importance of Service with Maverick Risk Partners

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks discusses the importance of community engagement and volunteering with Dawn Bijou Janes-Bartley and Mark Sacay from Maverick Risk Partners. They share their experiences and insights on how their agency supports local communities, the challenges and joys of volunteering, and the significance of giving back as independent agents. They emphasize the need for agencies to be involved in their communities and the impact of volunteer work on agency culture.

Takeaways

  • Community engagement is essential for independent insurance agencies.
  • Volunteering can be tailored to individual passions and skills.
  • Choosing which volunteer opportunities to pursue can be challenging.
  • Both guests agree on the importance of giving back to the community.
  • Community involvement enhances agency culture and relationships.

Learn more about Maverick Risk Partners:
https://maverickriskpartners.com/
https://www.facebook.com/maverickriskpartners
https://www.linkedin.com/company/maverick-risk-partners/

To get in touch with Dawn, reach out by clicking this link. To get in touch with Mark, reach out by clicking this link.

Organizations mentioned in the episode:

  • The Link – supports youth and families experiencing homelessness, young people who are survivors of sex trafficking, and youth who are involved in the juvenile justice system.
  • TreeHouse Hope – focuses on serving teens in communities in Minnesota and across the USA through support groups, opportunities for belonging, faith-based connections, mentorship and educational or vocational coaching.
  • Foster Adopt Minnesota – supports Minnesota’s adoptive, foster, and kinship families and the professionals who work in these communities.
  • The Mission Continues – a national nonprofit organization that connects military veterans with new missions in under-resourced communities.
  • Big Brothers Big Sisters of America – helps children realize their potential and build their futures. They nurture children and strengthen communities.
  • Ampersand Families – help older youth and teens in foster care join safe, loving, permanent families through adoption.

Book mentioned in the episode: The Second Mountain: The Quest for a Moral Life by David Brooks.

________________________________________________________________________
If you’re looking to reach out to HawkSoft, please email [email protected].
For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft
Intro/Outro music by Denys Kyshchuk from Pixabay

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